ETF comparison
PAVE vs SHLD
Both Industrials.
Global X U.S. Infrastructure Development ETF · Global X Defense Tech ETF
Holdings overlap
0 positions appear in both funds. Buying equal dollars of PAVE and SHLD would leave roughly 0.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
PAVE is 3 bps cheaper than SHLD. On a $100,000 position that's about $30/yr more in fees for SHLD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with PAVE vs SHLD.
Top shared holdings
0 shared in totalNo shared holdings between these funds.
Only in PAVE
100 total- DEERE & COMPANY 3.38%
- FASTENAL COMPANY 3.36%
- EMERSON ELECTRIC CO. 3.32%
- NUCOR CORPORATION 3.26%
- PARKER-HANNIFIN CORPORATION 3.13%
- UNION PACIFIC CORPORATION 3.11%
- NORFOLK SOUTHERN CORPORATION 3.09%
- EATON CORPORATION PUBLIC LIMITED COMPANY 3.05%
- CRH PUBLIC LIMITED COMPANY 3.03%
- CSX Corporation 3.01%
Only in SHLD
50 total- PALANTIR TECHNOLOGIES INC. 10.80%
- RTX CORPORATION 9.31%
- GENERAL DYNAMICS CORPORATION 8.59%
- LOCKHEED MARTIN CORPORATION 8.34%
- Northrop Grumman Corporation 7.71%
- BAE SYSTEMS PLC 4.62%
- Rheinmetall Aktiengesellschaft 4.04%
- HANWHA AEROSPACE CO., LTD. 3.81%
- L3HARRIS TECHNOLOGIES, INC. 3.80%
- THALES SA 3.72%
Related comparisons
More comparisons with PAVE
- PAVE vs IFRA · iShares U.S. Infrastructure ETF 37.3%
- PAVE vs FIDU · Fidelity MSCI Industrials Index ETF 26.7%
- PAVE vs VIS · Vanguard Industrials Index Fund ETF Shares 26.0%
- PAVE vs XLI · State Street Industrial Select Sector SPDR ETF 25.9%
- PAVE vs IYJ · iShares U.S. Industrials ETF 22.0%
- PAVE vs PPA · Invesco Aerospace & Defense ETF 12.1%
More comparisons with SHLD
- SHLD vs PPA · Invesco Aerospace & Defense ETF 40.3%
- SHLD vs ITA · iShares U.S. Aerospace & Defense ETF 30.2%
- SHLD vs XAR · State Street SPDR S&P Aerospace & Defense ETF 22.1%
- SHLD vs XLI · State Street Industrial Select Sector SPDR ETF 10.3%
- SHLD vs FIDU · Fidelity MSCI Industrials Index ETF 10.1%
- SHLD vs VIS · Vanguard Industrials Index Fund ETF Shares 9.9%
Percentages are holdings overlap with the named fund.
Open PAVE or SHLD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.